RWB
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RMR Wealth Builders’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

RMR Wealth Builders’s Portfolio NULG Stock Details NULG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-32
Closed -$2K – 507
2021
Q1 		$2K Buy
+32
New +$1.85K ﹤0.01% 737

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RMR Wealth Builders's NULG Position: Q2 2021 in Review

RMR Wealth Builders sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2021, closing a stake of 32 shares — an estimated $2K sold.

RMR Wealth Builders first reported a position in NULG in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 101 funds tracked by Wall St. Rank hold NULG as of Q2 2021.

  • RMR Wealth Builders reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 32 Nuveen ESG Large-Cap Growth ETF shares in Q2 2021, an estimated $2K.
  • RMR Wealth Builders first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Nuveen ESG Large-Cap Growth ETF position peaked at $2K in Q1 2021.
  • 101 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.